Operations Manager – Wealth Management

Bellevue, WA

Join a premier registered investment advisory firm with multiple locations nationwide. They are seeking an experienced Operations Manager to join their team. In this role, you will oversee daily operations, optimize processes, and foster team growth and development.

This full-time position offers a hybrid work arrangement, with an in-office presence required only once every two weeks.

If you are a motivated, detail-oriented professional passionate about leadership and purpose-driven work, we want to hear from you!

Operations Manager Responsibilities

• Implement and improve systems and processes.
• Manage CRM (Keap), automation tools, and technology support for staff.
• Onboard and train new employees, fostering leadership development.
• Oversee bookkeeping, prepare financial reports, and manage insurance data.
• Coordinate events, webinars, travel, marketing, and compliance efforts.
• Lead company meetings and track metrics to meet business goals.

Operations Manager Qualifications:

• Strong communicator with attention to detail and tech-savviness.
• Proven leadership and organizational skills; experience in business or a related field preferred.
• Knowledge of or comfort working with faith-based organizations and non-profits.
• Resides in the Seattle area and able to commute bi-weekly to the office.

Company Benefits:

• Medical, Dental, and Vision insurance 75% paid
• 401(k) with 3% employer contribution
• Paid time-off and holiday

Compensation: $85,000 - $110,000/yr.